近日台股展現強勁多頭氣勢，加權指數盤中衝破三萬七千點大關改寫歷史新高。飆元在大型權值股領軍上攻的資金追嗎帶動下，聯發科(2454)盤中股價一度上漲60元，後市還觸及1960元高位。即時欧亿交易所平台下载除了大盤資金動能推升，新聞聯發科(2454)在AI基礎設施領域亦傳出重大技術突破，聯發公司正式切入Micro LED光通訊架構，科切卡位展現從手機晶片跨足AI伺服器關鍵互連技術的通訊企圖心。
此外，聯發科(2454)身為國內千億級別科技主題ETF的核心成分股之一，隨著AI訂單持續強勁與外資資金重返台股，籌碼面也獲得大型被動資金的穩健支撐。
總結來看，聯發科(2454)在AI資料中心邁向高頻寬與低功耗的趨勢下，正透過新一代光電整合技術轉型為次世代CPO關鍵參與者。後續投資人需留意Micro LED CPO在巨量轉移與高頻調變等製程挑戰能否順利跨越全面商用門檻，以及大盤指數創高後可能出現的短線獲利了結震盪風險。
盤中資料來源：股市爆料同學會
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